Added to YB: 2025-02-24
Pitch date: 2025-01-06
BUD [bullish]
Anheuser-Busch InBev SA/NV
+66.76%
current return
Author Info
No bio for this author
Company Info
Anheuser-Busch InBev SA/NV produces and sells beer in North America, Middle Americas, South America, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
EUR 152.8B
Pitch Price
EUR 48.74
Price Target
70.00 (-14%)
Dividend
1.70%
EV/EBITDA
10.79
P/E
16.71
EV/Sales
3.60
Sector
Beverages
Category
value
Anheuser-Busch InBev SA/NV - $BUD
BUD: King of Beers at pauper price. 2x global market share vs nearest rival. 20 brands >$1B revenue. Q3 beat, margins +170bps, buyback doubled. Volumes -2.4% YoY, but gaining share in 60% of markets. Premium brands growing. $9B FCF. PT $70 (+40%). 10.3x EV/EBITDA, 19.7x P/E. Catalyst: value rotation.
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